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Overview of Billing Transactions

Zuora

Overview of Billing Transactions

The Billing Transaction object is available in the data source and data query. Billing transactions capture important changes on Invoice Item, Credit Memo Item, Debit Memo Item, and Invoice Item Adjustment when a billing document is generated.

There are more than 50 fields in the Billing Transaction object. For more information, see Billing Transaction object fields and Data Query.

While generating a billing transaction, if the following condition is met, the billing transaction is considered as a standalone transaction without an originating billing transaction:

  • If the transaction type is Credit Memo
  • If the rate plan charge is set with the Exclude Item Booking from Revenue field as Yes, the booking record is not recorded in the booking transaction

Limitations

Billing transactions do not support un-posting and deleting operations. For more information, see Required configurations and best practices for using Order to Revenue.